+14.5%
MDB vs VSH
+118.1%
-103.6%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +4.4% | -8.5% | -4.6% |
| 7D | -17.4% | +4.1% | -21.5% | -17.9% |
| 30D | -2.0% | -4.2% | +2.1% | -1.8% |
| 3M | -3.0% | -50.0% | +47.0% | +5.6% |
| 6M | +48.7% | +80.2% | -31.5% | +25.6% |
| YTD | -12.1% | +121.1% | -133.2% | -29.5% |
| 1Y | +14.5% | +112.0% | -97.5% | -6.3% |
| All | +14.5% | +118.1% | -103.6% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VSH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling